Tony

$ORCL vs $IGV Sektorin paras setuppi, jos igv onnistuu pitämään supportin ?

$ABNB Uskon että tämä tulee raketoimaan isosti, jos tuo 144$ resistance rikotaan. Siinä kohtaa lisäys vielä salkkuun Suurin riski tämän kohdalla, että Iran Usa sota eskaloituu jälleen ja öljyn hinta lähtisi isompaan nousuun, se olisi erittäin bearish ja silloin $abnb voisi rikkoa kolmion myös alaspäin. Parempi odotella breakout varmistusta mielestäni ennen kuin isoa positiota ottaa.

$EQR.AX - I've learnt a valuable lesson regarding this company. You can be the best company in your sector. But if you are on a illiquid dogshit exchange, it doesn't matter!

$GRAB| Why "Secret Weapon" is winning 🧵 In this thread, I want to focus on GMV/MTUs since 2022 2022: Q1 $120 | Q2 $123 | Q3 $125 | Q4 $127 2023: Q1 $120 | Q2 $122 | Q3 $123 | Q4 $125 2024: Q1 $123 | Q2 $126 | Q3 $124 | Q4 $126 2025: Q1 $122 | Q2 $127 | Q3 $133 | Q4 $131 Grab’s On-Demand GMV per MTU (Gross Merchandise Value per Monthly Transacting User in its Mobility + Deliveries businesses) is one of the clearest windows into the effectiveness of its SuperApp strategy. It measures average spend/activity per user per month (or annualized for full-year figures) and directly reflects the balance between scale (adding users) and engagement (getting them to transact more often and across more services). This is the only way to win: Anthony knows it Alex knows it Peter knows it You can't have a SuperApp with expensive options where it would invite new players in nonstop whether it is mobility or delivery or fintech or others. Since 2022-2023, The pace of growth on GMV/MTU has slowed and showed significant improvement in 2025 as users spent more or much higher frequency. Why it works? Lowers barrier to entry → Captures price-sensitive, lower-income users who previously used motorbikes, street food, or no service at all. Increases transaction frequency → These users order more often (even if average order value is lower). Example: Saver deliveries were ~34% of Q2 2025 transactions (up from 28% prior year) yet segment margins still expanded. Drives cohort graduation → New users start cheap, then “graduate” into higher-frequency, multi-service usage. Grab’s internal cohort data shows users spending 1.3×–1.7× more by years 3–5. Transactions grew faster than GMV in 2025 (e.g., +24% transactions vs. +21% GMV in Q4). MTU grew 2.8m or the largest where it was in the 1.5m-2m on average per quarer. SEA is consolidating because of this strategy. ~Gojek is losing market share, drivers, users and merchants ~Foodpanda is losing market share, drivers, users and merchants Rivals must subsidize heavily to match Grab’s prices, but lack Grab’s scale, value and profitability to sustain it. Grab’s incentives/GMV ratio has trended down over time while absolute GMV grows. The real money is in: ~High frequency spending from average income ~Subscription-GrabUnlimited ~Ads Rev will be much higher when MTUs is 350-400m ~Full range financial services/products will be highly profitable ~Tourism(higher margin services) ~B2B(SaaS to physical solutions for small businesses/merchants) By making rides and food truly everyday habits for tens of millions more people, Grab widened the total addressable market and created a density moat that single-focus competitors simply cannot replicate at the same cost. Result: Grab now holds 70-75% market share, while rivals (Gojek, Foodpanda, ShopeeFood) lost ground or exited entirely. Affordability was paired with disciplined incentives (as % of GMV trended downward over time). Grab grew profitably first full-year net profit in 2025, Adjusted EBITDA up 60% to $500M, proving it could offer lower prices without destroying margins and actually expanding it! New users start cheap but spend 1.3–1.7× more over 3–5 years as they adopt multiple services. The 2025 GMV-per-MTU rise is the first clear evidence that the “acquisition cost” phase is transitioning into the “monetization harvest” phase. The "secret weapon"-Affordability strategy successfully built the platform; financial services will now monetize it at scale. The range GMV-per-MTU was the necessary price of market leadership. The 2025 rebound confirms the flywheel is spinning. With fintech layered on top, Grab is positioned to deliver much higher than 20%+ revenue CAGR(conservative guide) but structurally higher profitability and cash generation for years to come, a rare combination in emerging-market tech or the highest quality of SuperApp in SEA according to many research firms. Not Financial Advice!

Bears need to learn what bearish charts look like Here is a thread to help them

Here's a list of oil refineries that have mysteriously caught fire or been blown up the last 45 days.

$MAGS Vapaapudotuksessa, mistä löydetään seuraava tukitaso?

IMF projection for economic growth in 2026. 🇻🇳 Vietnam: 7.1% 🇮🇳 India: 6.5% 🇮🇩 Indonesia: 5.0% 🇲🇾 Malaysia: 4.7% 🇧🇩 Bangladesh: 4.7% 🇨🇳 China: 4.4% 🇵🇭 Philippines: 4.1% 🇵🇰 Pakistan: 3.6% 🇺🇸 United States: 2.3% 🇦🇺 Australia: 2.0% 🇰🇷 South Korea: 1.9% 🇹🇭 Thailand: 1.5% 🇨🇦 Canada: 1.5% 🇯🇵 Japan: 0.7%